Complete SMSF administration support
SMSF administration involves much more than maintaining accounting records. Accurate member information, contributions, pensions, investments and supporting documentation all need to be maintained throughout the financial year. Our SMSF administration support helps your practice keep fund records organised, current and ready for year end compliance work.
SMSF servicesSMSF administration
Our SMSF administration services include
- New SMSF setup support
- Ongoing fund administration
- Member and trustee information maintenance
- Investment records maintenance
- Year end administration
- Support with compliance related documentation
A streamlined administration process
We help bring together the accounting data, investment information, member records and supporting documents required to keep SMSF files organised and ready for review. This can make the year end process more efficient for your accountants, tax professionals and auditors.
What you send
- BGL or Class access
- Bank and investment feeds
- Fund documents and prior workpapers
- Event advice through the year
What you get back
- Audit ready financials and member statements
- Processed fund events with documentation
- Contribution cap monitoring
- Annual return preparation handoff
Frequently asked questions
Do you monitor contribution caps?
Yes. Concessional and non concessional positions are tracked per member, with excess risks flagged to your practice before they become problems.
Which SMSF software do you work in?
BGL Simple Fund 360 and Class, daily. We work inside your subscriptions and your fund setups.
Is SMSF administration the same as SMSF processing?
Yes; the industry uses both names for the same discipline. At Venus it covers the full annual cycle plus event processing through the year.
Let's add capacity to your practice
Tell us a little about your practice and a senior team member will reach out within one business day.